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During Life's Transitions, Make Sure You Have the Right Partner
When you are going through a transition in your life—marriage, retirement, the death of a family member, divorce, or a career or lifestyle change—you may find that you need financial advice.Transitions like this come with a...
Read MoreCulture: Why It Matters to Us...and You
Culture: Why It Matters to Us…and YouWhat is culture? There are more definitions of culture than can be mentioned in this short article. At the Perry Richey Group, we like to think of culture as a company’s...
Read MoreDefining Your Minimum Standards
“Hiring the best is your most important task.”—STEVE JOBS If one of your goals for 2023 is hiring a financial advisor for the first time or seeking a second opinion, it’s worth taking the time to select the...
Read MoreHighlights of the SECURE 2.0 Act
On December 29th of 2022, the Secure 2.0 Act was signed into law. This is a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 to address topics that were not previously discussed or resolved....
Read MoreA Look Back at 2022
If there is one thing that can be said of 2022, it’s that there has been no shortage of news headlines to grab your attention. Over the last 12 months, we’ve seen an evolving geopolitical conflict between Russia and Ukraine...
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3 Things to Discuss with your CPA or Financial Advisor by Year End
The last quarter of the year always seems to fly by quickly between holidays, time off work and preparing for the New Year to begin. With the New Year comes new resolutions to be conquered and often families have at least one financial...
Read MoreInvesting Through a Recession
It has been quite a long time since we experienced a meaningful economic decline in the US. In fact, aside from the first two quarters of the Global Pandemic, our economy hasn’t experienced a recession since the Great...
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